**: China ** newspaper.
At the beginning of the new year, listed companies actively expanded the market to sign orders to achieve a "good start". According to incomplete statistics from a reporter from China** Daily, since 2024, more than 100 A-share companies have issued announcements related to winning bids, mainly in the fields of electric power, wind power, rail transit, and environmental protection. Zhu Keli, executive director of the China Information Association and founding president of the National Research Institute of New Economy, said in an interview with a reporter from China ** Daily: "Many listed companies are keenly aware of new changes in the market, quickly adjust their strategies, and seize market share with faster speed, better and better services. ”
The good news of winning the bid continues.
Listed companies took the initiative to seize the market and lay a solid foundation for subsequent high-quality development.
A few days ago, Zhongzi Science and Technology participated in the Chengdu-Tianjin-Hebei special event sponsored by the Chengdu Leading Group for Supporting Famous Products and undertaken by the Chengdu Municipal Bureau of Economy and Information Technology and the Municipal New Economic Commission. During the event, the company signed a contract with Sinochem Environmental Atmospheric Treatment Co., Ltd., Beiqi Foton Motor Co., Ltd., China Huanqiu Engineering, Changan Group, and Hebei Changan Automobile.
Shenyang Changchun, a wholly-owned subsidiary of Changshu Auto Accessories, recently received a notice of winning the bid from a well-known German luxury brand OEM, and Shenyang Changchun became the customer's first supplier of the bottom guard plate and wheel cover of a new energy and fuel model. The fixed-point customer products are expected to be mass-produced from 2026, and the total amount of the project life cycle is expected to be about 800 million yuan.
CNPC Engineering announced on the evening of February 1 that its wholly-owned subsidiary, Huanqiu Engineering Co., Ltd., and its wholly-owned subsidiary, PetroChina Liujian, formed a consortium and jointly signed an EPC contract with Tarim Petrochemical Co., Ltd. for the general contracting of ethylene plant engineering of Dushanzi Petrochemical Tarim 1.2 million tons of ethylene project in the second phase, with a contract amount of 425.2 billion yuan.
Recently, during the first European launch of Tongwei's G12R new product, photovoltaic leader Tongwei Co., Ltd. signed a 300MW module supply agreement with Memodo Group, a European distributor of photovoltaics, energy storage, charging stations and heat pump systems.
Since 2024, Shuangliang Energy Conservation, the leader of energy-saving and water-saving equipment, has won three large orders, with a cumulative winning bid amount of more than 700 million yuan. Shuangliang New Energy Technology (Baotou), a wholly-owned subsidiary of the company, won the bid for the photovoltaic module procurement project of 100MW agricultural-photovoltaic complementary power generation project in Meijiang District, Meizhou City, Guangdong Province, with a total amount of 1$2.1 billion.
On January 17, Shuangliang Energy Conservation announced that the company and its wholly-owned subsidiary, Jiangsu Shuangliang New Energy Equipment, recently won the bid for the United Solar Polysilicon (FZC) SPC project with an annual output of 100,000 tons of high-purity silicon-based materials, with a winning bid amount of 5,832060,000 US dollars (about RMB 4.)$1.9 billion); On January 3, the company announced that it received the "Notice of Winning the Bid" delivered by the International Engineering Consulting of the National Energy Group, and won the bid for the public bidding project of indirect air-cooling equipment of the Datong Hudong Power Generation Project of Guodian Power Datong Hudong Power Generation Project 2 1000MW, and the winning bid amount was 16.5 billion yuan.
In the field of solid waste and hazardous waste resource utilization, High-energy Environment has realized the layout of the whole industrial chain of front-end and back-end integration. Since 2024, the company has frequently won orders in the field of environmental protection.
Yu Fenghui, a specially invited researcher at China Financial Think Tank, said: "Listed companies expand the market, grab orders, actively respond to market changes, and promote business growth. ”
Seize market opportunities.
The projects won by listed companies are mainly concentrated in the power and other fields.
According to the bidding results of the second batch of framework bidding projects for distribution network equipment of China Southern Power Grid in 2023, Shuangjie Electric and its holding subsidiary Wuxi Transformer are the winning candidates for related projects. The company and Wuxi transformer won the bid in Guangdong, Guizhou, Hainan, Guangxi and other places, and the winning products include 10kV oil-immersed transformers (except for amorphous alloy type KV amorphous alloy oil-immersed distribution transformers, etc., and the total amount of the winning bid is expected to be 30.5 billion yuan.
According to the announcement of the winning of the second batch of framework bidding projects for the main network line materials of China Southern Power Grid Corporation in 2023, a number of A-share companies have become the winning candidates. The winning products of Oriental Tower are substation structural supports, angle steel towers, and steel pipe towers, with a total of 25.5 billion yuan, accounting for 7. % of the company's audited operating income in 202204%；Zhejiang Jinlihua Electrical Equipment, a wholly-owned subsidiary of Jinli Huadian, is one of the winning bidders, and the winning product is a 35kv-500kv AC glass disc suspension insulator, and the winning bid amount is 5802100,000 yuan; The winning products of Fengfan Co., Ltd. are 500kV AC substation bracket steel structure, 35kV-220kV AC substation bracket steel structure, etc., and the winning bid amount is 28.6 billion yuan, accounting for about 1043%；Guangzhou Lingnan Cable Co., Ltd., a subsidiary of Zhiguang Electric, received the notice of winning the bid and won the bid for the second batch of framework bidding projects for the main network line materials of China Southern Power Grid in 2023, with a total winning bid amount of 16.2 billion yuan.
In the second batch of framework bidding projects for metering products of China Southern Power Grid Corporation in 2023, Linyang Energy won a total of 5 bids, with a winning bid amount of 13.2 billion yuan.
Valin Cable is a leading manufacturer of special special cables in China. The company has recently won a total of 2 bids in the power field7.9 billion yuan, accounting for 9 percent of the company's audited operating income in 202227%。
In the field of wind power, A-share companies have gained a lot. On January 22, Yongfu Co., Ltd. received the "Notice of Winning the Bid" for the survey cooperation (P2) project of the offshore wind power project in Pingtan Area A of China Energy Construction, and the company's winning bid amount was 20.52 million yuan (tax included).
In an interview with reporters, the relevant person in charge of Yongfu Co., Ltd. said: "The accelerated development of the new energy industry has created more market opportunities for the company. At the same time, the company continued to deepen transformation, enhance market competitiveness, and stimulate new momentum for high-quality development. ”
Tianshun Wind Energy is deeply engaged in the field of wind power. Recently, Nantong Changfeng New Energy Equipment Technology Co., Ltd., a wholly-owned subsidiary of the company, won the bid for the steel pipe pile processing project of Huaneng Lingao Offshore Wind Farm Project Wind Turbine Foundation and Wind Turbine Installation Project (Second Bid Section), with a total amount of 14.5 billion yuan.
Wang Peng, an associate researcher at the Beijing Academy of Social Sciences, told reporters: "With the transformation of the global energy structure, the development of new energy power will become the mainstream trend in the future. A number of companies have won large orders, indicating that the industry will continue to maintain a high degree of prosperity. ”
The economy is recovering steadily.
Zhu Keli said that the overall economic development will show a steady recovery trend, but it is full of challenges and variables. The rapid development of new technologies and industries such as artificial intelligence, big data, and cloud computing has continuously injected new momentum into economic growth, and the market potential of emerging industries is huge.
There may be some changes in the dynamics and structure of economic growth. For example, consumption may become the main driving force for economic growth, while the development of emerging industries and high-end manufacturing will become new engines of economic growth. Wang Peng said. With the rapid development of science and technology and the adjustment of industrial structure, some traditional industries will face the pressure and challenges of transformation.
Zhang Xinyuan, head of research at the Kefangde think tank, said: "The overall trend of China's economy is stable and improving. In the current market environment, the key to enhancing the competitiveness of listed companies lies in innovation, transformation and upgrading, and improving service quality. In addition, enterprises can improve their ability to resist risks by strengthening industrial chain coordination, optimizing resource allocation, and improving operational efficiency. ”
The above-mentioned person in charge of Yongfu Co., Ltd. said that in 2024, the company will adhere to technological innovation to lead development and continue to enhance differentiated competitive advantages; further give full play to the advantages of the system and mechanism, and grasp business opportunities quickly and accurately; Deeply cultivate strategic markets and promote new breakthroughs; Join hands with high-quality partners in the upstream and downstream of the industrial chain, share market information and resources, join forces, complement each other's advantages, and work together to win the market. (Reporter Kang Xi Intern Wang Wentong).